Member Info for Libero

@ 717p

I finally got round to researching this and OMG this looks like an absolute winner!

I'm sort of kicking myself for not investing when I first spotted this at 300-400p but c'est le vie. This still looks like an excellent mix of value and growth.

Happy to finally join you :)

Ahh that's really encouraging!

Because let's be honest HUM would be a no-brainer if it was not for all the troubles in Mali. It's only because of Mali that this isn't trading at a much higher sp. So yeah I'm v interested by this.

HUM is firmly on my watchlist.

Appears as though they expecting to profits to be the same if not slightly lower than during the last financial year - is there any reason for that?
Looks fairly good value here and the update reads well so I'm slightly tempted.

It’s just that the MMs put a daft 1.4 / 1.55 spread at the close last night to make the mid point 1.475, and now they’ve lowered the ask, which is now making it appear as though the price has fallen a little this morning when it hasn’t

That first trade @ 1.47p is obvs a buy even though it’s been reported as a sell for instance

And excellent find, Rivaldo! That’s v exciting! Wonder they didn’t announce that in an RNS?

Wonder how many more contracts have been agreed to without an RNS ...

stt1, you evidently believe that the Tories are going to nationalise the railways. I actually wish they would. But they won't because it goes completely against their political ideology.

Even if your absurd scenario were to materialise, REAT currently has only 1 rail company on their books, and it's worth £400k in revenue vs what I expect to be £5000k of revenue for the financial year that's just closed.

So why all the negativity? Are you just bitter this share is rising from 1p to 2p whilst whatever share you're invested in remains in the doldrums?

We're onto a winner here. That's why institutional investors invested heavily in an oversubscribed placing @ 1.50p. Because they all saw 2p+ on the cards. As do many private investors here of course.

Hahahaa

VAL is another example of the bubble popping. Spiked up to 61p and is now 60% down.

Sure there's many more examples but those investors who were caught on the spike won't be in such a hurry to invest in another pharma share quite so quickly in future!

Stt1,

Are you unable to look past the spin? The government says it is the end of franchising but in reality nothing much has changed - private rail companies are still involved the same as before. [The Emergency Measures is still franchising in my opinion, it's just that the TOCs have to carry on running trains as if demand was as normal even though it clearly isn't, and the govt reimburse them for this. What do you not understand about this?]

So, from React's point of view, can you explain what has changed?

Nothing. And that's all what matters.

Thanks for the response shan. The fact you're here gives me confidence! What's the investment case here then? There must be a reason you're so bullish

If the BoD were to confirm that there is no reason for the sudden share price fall this should rebound quickly so I'm tempted to take a punt to be honest.

Incorrect. There’s an entity that’s called the Department for Transport Office of Last Resort Holdings Ltd (DfT OLR Holdings for short) that has taken back just 2 franchises (LNER and Northern Rail in Manchester), but otherwise ALL the train franchises are being run by private TOCs like before, and they’re all receiving huge govt subsidies to make up for reduced passenger numbers.

Now please may you stop talking as if you know more than me about this because you really don’t. You’re just someone who needs to find a job or hobby or some other better use of your time Rather than arguing with someone who knows more than you about this. No offence.

Rivaldo,

I've been exploring the website more and the blog is actually a really handy source of information. I can see that they have worked with at least one university in recent months to ensure it is clean and covid-secure for the start of the new terms. And I'm sure that there are others, as well as schools and colleges.

All of which would be for contract sizes too small to require their own RNS but they must all add up nicely I'm sure.

Another thought that's occurred to me is that they may announce more on the blog than they do with RNSs because their blog is free whereas RNSs cost money of course. So I will keeping my eyes peeled on there in the coming weeks!

We are one of the Top Risers on the London Stock Exchange today.

Can we do the same tomorrow? : )

DYOR & Good Luck All

Why not look into REAT? That looks set for 2.0-2.2p within the next 2 weeks or so = 50% upside

Just a thought.

Why has DDDD fallen 34% in a day? Is it just the bubble popping?

Hmm that's very interesting. Wonder if that can be interpreted negatively?

ODX announced big news after the bell yesterday yet only rose 3% today

Meanwhile 4D Pharma (DDDD) has dropped 34% in t a day for seemingly no reason!

Other shares that seem to be overhyped in recent month have been CINE and BOO - both of which have fallen quite spectacularly since, and there's more to come for them both.

The sooner these bubbles burst the better, because then it gets investors thinking of new areas to invest in, such as green energy, battery metals, etc which will benefit Bushveld of course!

Hahaa I've been waiting for sub 70p for a while!

However must say I'm more hesitant now than before because many events (festivals, concerts, football games, etc) do not look as though they'll return any time soon, and I'm unsure how (in)significant this is for CSSG.

Otherwise looks v good value and it's hugely encouraging to see those contract wins earlier in the year.

stt1,

No, not really, because who is going to run the trains? Will this Conservative government choose to nationalise the entire railway system? Fat chance.

Also you've misquoted me there because you chopped the bit about the trains needing more cleaning than ever before!

Would you mind trolling another bulletin board? I'm bored of you now haha

Already 10M shares have been traded. The highest level since July!

stt1,

Yes but don't fall for the spin. Nothing has changed. As the government website says: "Franchising is replaced with more demanding Emergency Recovery Measures Agreements (ERMAs)."

Those ERMAs are between the government and the private Train Operating Companies to say the TOCs must run trains as usual and it is the government who will foot the bill, and make up for the lost revenues from the reduction in passengers.

So from React's point of view, this is still excellent news, because the trains will run like usual, the TOCs will have the same amount of money as usual, and...

... the trains will have to be cleaned much more than usual!

This increases the demand for [deep] cleaning companies like React. They work with one Tier-1 railway company already. Why not a couple more?

So yes well done for considering this but you're barking up the wrong tree to think this is somehow a negative for React.

Hi Stt1,

Good question, and one I asked myself before deciding to invest, and I have good news for you:

The Government are not scrapping the rail franchise model, and they're instead propping up all the train operating companies (TOCs) with billions of pounds to make for their lost revenue, so the TOCs still have money to spend, and they obviously still need to clean their trains.

Nowadays more than ever!

The office I work in (for a huge American firm based in the city) remains open, as are many others. So, even if there are comparatively few of us going into the office, they still need to be cleaned.

Longer term it would be worrying if a huge % of the REAT's revenues came from offices but that does not appear to be the case. Instead they seem to be working with large companies in healthcare, rail, social housing, etc. As well as working with the government from the looks of things.

Also, as mentioned before, cleaning is more in demand than ever, and - as a microcap - REAT has SO much headroom to continue to grow very very fast!

Thanks Jolly - I've surprised myself too!

Not yet !